Assurance360™
Peace of mind to know you’re not leaving money on the table
Assurance360™
HONEST CONVERSATIONS | SUPERIOR RESULTS
Our proven concierge-like service yields higher than average closing ratios. This holistic approach goes beyond maximizing value to include tax mitigation, emotional readiness, and other value points specific to your priorities.
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01 | Value Enhancement
Grow the value of your business
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02 | Next Chapter
You are ready to do something different with your life
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03 | Exit Options
Be advised on all your options; choose the best fit for you
Continue growing your business if the current value or market for a sale will not meet your lifestyle needs
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06 | Lifestyle Number™
Meet with a Financial Advisor to determine the dollar amount you need to live your ideal lifestyle
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05 | Tax Net Number™
Meet with a CPA to determine what your net proceeds after sale would be after paying taxes, fees, and debt
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04 | Real Market Analysis
Get a Real Market Analysis to understand the true value of your business in the current market
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07 | CIM
Confidential Information Memorandum; tells the story and growth potential of your business
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08 | Target List
Cornerstone researches potential buyers that best align with what is important to you in a deal
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09 | Sign Off
You will review and approve the CIM, target list, and other materials used to market the business sale
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12 | Management Presentation
Meetings facilitated by Cornerstone with vetted buyers to learn each other's stories, Q&A
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11 | Indications of Interest (IOI)
All interested buyers will submit a high-level term-sheet; used to vet out low offers or other undesirable deal terms/buyer types
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10 | Go to Market
Cornerstone executes its structured sale process to drive maximum interest while maintaining confidentiality
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13 | Letter of Intent (LOI)
Letter of Intent; Select buyers submit final offers, negotiate, identify best buyer fit for you, sign LOI
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14 | Due Diligence
Buyer to do a thorough review of all facets of the business; negotiate purchase agreement
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15 | Close
Finalize sale; Buyer wires money; You successfully start your next chapter
All Conversations Confidential
If you have received an unsolicited offer, or are considering your exit options, we can provide the knowledge you need to reach your goals.
Contact us for a confidential planning conversation.
